Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Stevens is a financial advisor who has been working in the industry since December 2000. Karen is currently registered with LPL Financial LLC and is located in Metairie, Louisiana. Karen has previously worked with Capital One Investing, LLC and Capital One Investment Services LLC. Karen holds the Series 6 and SIE licenses. Karen specializes in providing financial advice to individuals, businesses, and retirement plans. Karen is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
09/08/2015 - Present
LPL Financial LLC (METAIRIE LA)
LA
01/02/2015 - 09/14/2015
CAPITAL ONE INVESTING, LLC (METAIRIE LA)
LA
05/31/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (METAIRIE LA)
LA
12/04/2000 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (METAIRIE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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